Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

Understanding Private Foundations

February 28, 2024

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A private foundation is a tax-exempt entity Read More...

Charitable gift annuities (CGAs) shows People Sitting Around a Poster on the Floor that Talks about Charity, Hope, and Giving.

Understanding Charitable Gift Annuities

January 3, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where Read More...

Guide to Planning a Charitable Bequest

August 17, 2020

A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization. Read More...

Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

Concentrated Positions and Donor-Advised Funds

January 20, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Holders of concentrated stock positions have several options for mitigating the risk Read More...

Charitable gifting image depicts a man and woman holding a present.

Charitable Gifting Strategies for the Season of Giving

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite Read More...

Charitable giving what to do before you donate depicts a man and child touching fingers.

5 Things to Know Before You Donate

November 15, 2019

Making a charitable gift can be a fulfilling experience, but it’s wise to do a little research before you donate, even when donating through Read More...